IFA Acquisition across the UK with up to 4x recurring income

Are you a Financial Advisory business with annual recurring income up to £500k and wanting a share sale, whilst having advised on DB Pension transfers? Acquisition options Sell and Go whilst undertaking handover meetings for a smooth transition Acquisition Deal Value Would consider paying 3 to 4 times recurring income for the right IFA b

IFA Acquisition within a 60 mile radius of London

Are you a Financial Advisor(s) with £20m to £80m FuM, within a 60 mile radius of London seeking to sell to a firm who have successfully acquired 5 – 6 IFA businesses and now looks after £195m FuM? Acquisition options: Preferably Sell and Stay post sale for 1 to 2 years afterwards This option would suit Advisers looking to stay post sale

Nationwide IFA Acquisitions – all firms upwards of £25m considered

Are you interested in selling your IFA business (any deal size from £25m upwards, no maximum) to one of the UK’s largest and highly respected Wealth Managers with over £50 billion of Assets under Management and where acquisition deals are non-contingent on moving to their inhouse investment solutions plus vendors will not be penalised sh

Acquirer seeking clients from an IFA wishing to retire

Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful IFA firm based just outside of Watford? The Company Our client is directly authorised by the FCA, with open architecture to access all platforms and providers; they predominantly use Old Mutual Wealth platform with 5 separate model portfolios ac

Retirement options available in London or Home Counties

Are you a Financial Advisory business based in London or Home Counties serving UK nationals or ex-Pat clients and wanting to sell to a long-established privately owned IFA firm with offices in the UK and across the world? Acquisition options Sell and retire or sell and stay Acquisition Deal Value Would consider paying 3 to 4 times recurr

Sell your IFA and retire within London/ South East England

Are you a Financial Advisor(s) based in South London, or the South East wanting to sell your IFA business to an experienced Acquirer with added expertise and financial backing of one of the industry’s top Acquisition Guru’s looking to help grow the firm from £150m FuM to £1bn FuM over the next 3 – 5 years? Sell and retire – a

IFA sell and retire in SE London and surrounding counties

Are you a Financial Advisor based in SE London, Kent, Sussex or Essex looking to retire and sell to a full-service wealth management practice led by a Chartered Financial Planner? Sell and retire – acquisition option This option would suit Financial Advisors considering retirement with £15m – £60m of Funds under Management. A

Retirement options available in South Wales, London and along the M4 Corridor

Expanding Financial Planning firm created by 2 leading City Fund Managers seeking to acquire further IFA business / client banks in South Wales or London Options: Sell and retire immediately Sell and stay on post sale as an Employed Adviser with the Acquirer Acquisition Deal Value Competitive multiple of recurring income of between 3 and

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